Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.20%
6 Months
6.20%
6.00%
1 Year
9.45%
4.90%
3 Years
11.74%
18.50%
5 Years
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—
Since Inception
12.77%
16.60%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹223.43 Cr
₹209.72 Cr
Alpha – 1 Year
9.88%
0.20%
Alpha – 3 Years
3.17%
6.40%
Information Ratio – 3 Years
0.40
1.16
Volatility – 1 Year
16.24%
19.79%
Volatility – 3 Years
16.22%
17.07%
Beta – 1 Year
0.89
1.06
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.30
0.07
Sharpe Ratio – 3 Years
0.44
0.81
Worst Rolling Year
11.49%
18.52%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−24.20%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
18.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 67% · M 33%
Number of Stocks
96
24
Portfolio P/E
27.01
40.00
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%